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High Net Worth Advisory Group’s Walmart Inc WMT Stock Holding History

High Net Worth Advisory Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.04M Sell
24,458
-88
-0.4% -$10.8K 0.71% 36
2025
Q4 		$2.73M Sell
24,546
-167
-0.7% -$17.9K 0.63% 43
2025
Q3 		$2.55M Sell
24,713
-441
-2% -$43.9K 0.61% 44
2025
Q2 		$2.46M Buy
25,154
+2,861
+13% +$273K 0.65% 42
2025
Q1 		$1.96M Buy
22,293
+476
+2% +$44.7K 0.55% 46
2024
Q4 		$1.97M Sell
21,817
-2,179
-9% -$189K 0.55% 46
2024
Q3 		$1.94M Buy
23,996
+70
+0.3% +$5.14K 0.53% 46
2024
Q2 		$1.62M Buy
23,926
+1,469
+7% +$92.5K 0.49% 53
2024
Q1 		$1.35M Buy
22,457
+1,052
+5% +$60.2K 0.43% 56
2023
Q4 		$1.12M Buy
21,405
+1,719
+9% +$91K 0.42% 58
2023
Q3 		$1.05M Buy
19,686
+705
+4% +$37.5K 0.42% 62
2023
Q2 		$995K Sell
18,981
-243
-1% -$12.3K 0.39% 64
2023
Q1 		$945K Buy
19,224
+750
+4% +$35.6K 0.39% 65
2022
Q4 		$873K Sell
18,474
-2,430
-12% -$115K 0.34% 71
2022
Q3 		$904K Buy
20,904
+1,425
+7% +$62.4K 0.39% 63
2022
Q2 		$789K Sell
19,479
-1,797
-8% -$82.9K 0.33% 73
2022
Q1 		$1.06M Hold
21,276
– – 0.38% 63
2021
Q4 		$1.03M Buy
+21,276
New +$1.02M 0.36% 63

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Net Worth Advisory Group's WMT Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Walmart Inc (WMT) stake by 0.36% in Q1 2026, selling an estimated $10.8K and leaving 24,458 shares worth $3.04M. The position accounts for 0.71% of the portfolio, ranked #36.

High Net Worth Advisory Group first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • High Net Worth Advisory Group held 24,458 shares of Walmart Inc worth $3.04M as of Q1 2026.
  • High Net Worth Advisory Group sold 88 Walmart Inc shares in Q1 2026, an estimated $10.8K.
  • Walmart Inc made up 0.71% of High Net Worth Advisory Group's portfolio in Q1 2026, its #36 holding.
  • High Net Worth Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.